节点：上游（原材料/资源端）位置：上游情绪：利空参考度：10/10
印尼下令全球最大镍矿大幅减产，镍价应声上涨。此举收紧全球供应，推动镍价连续第四日走高。伦敦金属交易所（LME）镍价上涨2%至每吨17835美元，反映投资者兴趣升温。印尼2026年镍矿配额计划为2.6亿-2.7亿吨，低于2025年3.79亿吨的目标。当局通过年度RKAB许可管理生产，年中可调整配额。PT Weda Bay Nickel仅获1200万吨配额，较2025年的4200万吨大幅下降。
印尼限制Weda Bay镍矿产量，镍价走高，影响全球市场。该矿由青山控股集团、埃赫曼集团（Eramet SA）及印尼国有矿业公司PT Aneka Tambang合资拥有，原计划扩产至...
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